Fortigent, LLC
Filed under:
Account Aggregator,
Manager Research,
Outsourcer,
Performance Reporting,
TAMP
Company info:
Top Executive: Andrew Putterman
http://fortigent.com
301 816 1200
2600 Tower Oaks Blvd, Ste. # 500
Rockville, MD 20852
What is the service or product you offer to RIAs?Fortigent, LLC delivers a fully integrated and customizable business-to-business outsourced wealth management solution to banks, trust companies, and independent advisory firms. Services include a comprehensive investment platform with particular expertise in alternative investments, a flexible unified managed account program, and consolidated wealth reporting. Fortigent’s web-based portal interface allows access ...
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Salentica
Filed under:
CRM Software
Company info:
Top Executive: Bill Rourke
http://www.salentica.com
(212) 672-1777
245 Park Avenue Ste 3900
New York, NY 10167-0002
What is the service or product you offer to RIAs?Salentica is a vertically integrated software firm, driven to provide the best client management solutions for RIA’s, family offices, and wealth management client.
Salentica CRM is a customizable CRM system powered by Microsoft Dynamics CRM and built to manage the demands of clients with an array simple, easy-to-use tools ...
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